Tips on using Science Exchange for R&D services.

How to manage upfront payment and milestones

You are able to add upfront payments and milestones during the quoting phase of a request. This functionality allows, you, as a provider to fulfill and bill throughout the duration of a project, rather than entirely upon completion.

Prior to accepting an order, Requesters may need to check with their organizations or negotiate payment schedules due to upfront payments and milestones policies.

To add upfront payments and milestones to a quote:

On the Create Quote page, select ‘Specify a custom payment schedule’

2. Select ‘Add Milestone’

3. If applicable, indicate the portions of the payment that will be applied to Shipping and Tax. Add an expected duration and description of the of the milestone.

You are able to add upfront payments and milestones during the quoting phase of a request. This functionality allows, you, as a provider to fulfill and bill throughout the duration of a project, rather than entirely upon completion.

In the right corner of the order page, select “Complete” on the applicable milestone

Upon selection, a pop-up with the milestone information will appear

5. Review the milestone price and description

6. Add a note detailing the deliverables, if applicable

7. If the value of the milestone is not accurate, edit and update order before marking the order complete